The Analysis of Tower Wealth Partners, Inc.'s Holdings
Currently, Tower Wealth Partners, Inc. holds 87 types of securities in its portfolio with a total value $181.9M. In the most recent quarter, they have increased their positions in PVAL (+67.0K shares, valued at $3.1M), JAAA (+9.6K shares, valued at $487.8K), FBND (+10.5K shares, valued at $484.3K); decreased their positions in IJH (-62.3K shares, valued at $4.1M), META (-592 shares, valued at $390.8K), SPYG (-3.3K shares, valued at $350.7K); initiated new positions in PVAL (+67.0K shares, valued at $3.1M), NLR (+3.6K shares, valued at $442.0K), WMT (+3.0K shares, valued at $330.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VSMV VICTORY PORTFOLIOS II417.6K shares0.41%2025-12-312026-01-16
SPYG SPDR SERIES TRUST197.3K shares-1.64%2025-12-312026-01-16 RECS COLUMBIA ETF TR I498.8K shares0.69%2025-12-312026-01-16 JAAA JANUS DETROIT STR TR334.3K shares2.97%2025-12-312026-01-16 IJH ISHARES TR191.0K shares-24.58%2025-12-312026-01-16 BUFR FIRST TR EXCHNG TRADED FD VI354.2K shares1.06%2025-12-312026-01-16 DIVO AMPLIFY ETF TR246.2K shares-0.25%2025-12-312026-01-16 EDIV SPDR INDEX SHS FDS166.4K shares3.41%2025-12-312026-01-16 FBND FIDELITY MERRIMACK STR TR80.2K shares15.11%2025-12-312026-01-16 VTI VANGUARD INDEX FDS9.7K shares-0.19%2025-12-312026-01-16 AAPL APPLE INC11.2K shares1.28%2025-12-312026-01-16 PVAL PUTNAM ETF TRUST67.0K sharesnew addition2025-12-312026-01-16 OUNZ VANECK MERK GOLD ETF48.9K shares-4.07%2025-12-312026-01-16 SHY ISHARES TR21.9K shares16.19%2025-12-312026-01-16 XOM EXXON MOBIL CORP14.8K shares-0.66%2025-12-312026-01-16 AVUV AMERICAN CENTY ETF TR15.0K shares1.96%2025-12-312026-01-16 MSFT MICROSOFT CORP2.9K shares-0.81%2025-12-312026-01-16 REGL PROSHARES TR16.6K shares13.38%2025-12-312026-01-16 PG PROCTER AND GAMBLE CO9.7K shares-12.30%2025-12-312026-01-16 IDMO INVESCO EXCH TRADED FD TR II24.0K shares5.35%2025-12-312026-01-16 AMZN AMAZON COM INC5.5K shares0.25%2025-12-312026-01-16 PPL PPL CORP35.7K shares-1.01%2025-12-312026-01-16 HD HOME DEPOT INC3.6K shares4.96%2025-12-312026-01-16 AXP AMERICAN EXPRESS CO2.4K shares-0.21%2025-12-312026-01-16 ALPHABET INC ALPHABET INC2.8K shares66.03%2025-12-312026-01-16 V VISA INC2.2K shares8.77%2025-12-312026-01-16 IBM INTERNATIONAL BUSINESS MACHS2.5K shares3.14%2025-12-312026-01-16 GS GOLDMAN SACHS GROUP INC779 shares-9.63%2025-12-312026-01-16 MCD MCDONALDS CORP2.2K shares0.68%2025-12-312026-01-16 JNJ JOHNSON & JOHNSON3.1K shares1.95%2025-12-312026-01-16 TSM TAIWAN SEMICONDUCTOR MFG LTD2.0K shares3.62%2025-12-312026-01-16 APH AMPHENOL CORP NEW4.2K shares-0.05%2025-12-312026-01-16 JPM JPMORGAN CHASE & CO.1.8K shares0.28%2025-12-312026-01-16 T AT&T INC22.9K shares2.42%2025-12-312026-01-16 BROADCOM INC BROADCOM INC1.6K shares2.85%2025-12-312026-01-16 RTX RTX CORPORATION3.0K shares-0.24%2025-12-312026-01-16 TJX TJX COS INC NEW3.5K shares-4.93%2025-12-312026-01-16 CME CME GROUP INC1.9K shares4.76%2025-12-312026-01-16 TY TRI CONTL CORP15.5K shares7.14%2025-12-312026-01-16 CVX CHEVRON CORP NEW3.3K shares0.95%2025-12-312026-01-16 META META PLATFORMS INC748 shares-44.18%2025-12-312026-01-16 NVDA NVIDIA CORPORATION2.6K shares15.08%2025-12-312026-01-16 CAT CATERPILLAR INC840 shares-22.94%2025-12-312026-01-16 XSVN BONDBLOXX ETF TRUST9.7K shares13.03%2025-12-312026-01-16 IYR ISHARES TR4.9K shares14.81%2025-12-312026-01-16 BIL SPDR SERIES TRUST4.8K shares2.48%2025-12-312026-01-16 NLR VANECK ETF TRUST3.6K sharesnew addition2025-12-312026-01-16 FLEX FLEX LTD7.1K shares1.28%2025-12-312026-01-16 OKE ONEOK INC NEW5.5K shares0.91%2025-12-312026-01-16 CRWD CROWDSTRIKE HLDGS INC829 shares8.94%2025-12-312026-01-16 RSG REPUBLIC SVCS INC1.7K shares2.53%2025-12-312026-01-16 ABBV ABBVIE INC1.6K shares1.47%2025-12-312026-01-16 AMGN AMGEN INC1.1K shares1.37%2025-12-312026-01-16 VZ VERIZON COMMUNICATIONS INC8.7K shares-17.44%2025-12-312026-01-16 GLW CORNING INC3.8K shares-0.16%2025-12-312026-01-16 PLTR PALANTIR TECHNOLOGIES INC1.9K shares1.86%2025-12-312026-01-16 WMT WALMART INC3.0K sharesnew addition2025-12-312026-01-16 WMB WILLIAMS COS INC5.4K shares4.77%2025-12-312026-01-16 EXPE EXPEDIA GROUP INC1.1K sharesnew addition2025-12-312026-01-16 IVV ISHARES TR452 shares0.00%2025-12-312026-01-16 RL RALPH LAUREN CORP856 shares1.54%2025-12-312026-01-16 HSBC HSBC HLDGS PLC3.7K shares1.54%2025-12-312026-01-16 CAH CARDINAL HEALTH INC1.4K shares1.60%2025-12-312026-01-16 MA MASTERCARD INCORPORATED501 shares35.41%2025-12-312026-01-16 COST COSTCO WHSL CORP NEW331 shares5.75%2025-12-312026-01-16 PNC PNC FINL SVCS GROUP INC1.4K shares0.00%2025-12-312026-01-16 NVS NOVARTIS AG2.0K shares7.80%2025-12-312026-01-16 RY ROYAL BK CDA1.5K shares3.41%2025-12-312026-01-16 RDDT REDDIT INC1.1K shares1.42%2025-12-312026-01-16 ADP AUTOMATIC DATA PROCESSING IN992 shares5.31%2025-12-312026-01-16 TDG TRANSDIGM GROUP INC190 shares1.60%2025-12-312026-01-16 HOOD ROBINHOOD MKTS INC2.2K shares0.27%2025-12-312026-01-16 KO COCA COLA CO3.5K shares1.52%2025-12-312026-01-16 EME EMCOR GROUP INC401 shares0.75%2025-12-312026-01-16 APP APPLOVIN CORP356 shares1.71%2025-12-312026-01-16 NEE NEXTERA ENERGY INC2.7K sharesnew addition2025-12-312026-01-16 ASML ASML HOLDING N V201 sharesnew addition2025-12-312026-01-16 ARES ARES MANAGEMENT CORPORATION1.3K shares0.00%2025-12-312026-01-16 ORCL ORACLE CORP1.1K sharesnew addition2025-12-312026-01-16 WTRG ESSENTIAL UTILS INC5.3K shares-5.81%2025-12-312026-01-16 RCL ROYAL CARIBBEAN GROUP718 shares0.42%2025-12-312026-01-16 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available